+381.8%
STX vs CPB
-31.9%
+413.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.8% | +4.7% | +7.6% |
| 7D | +10.7% | -8.2% | +19.0% | +4.8% |
| 30D | +11.3% | -5.6% | +16.9% | +7.8% |
| 3M | +3.2% | +3.0% | +0.3% | +7.3% |
| 6M | +157.0% | -12.7% | +169.7% | +148.0% |
| YTD | +229.2% | -18.0% | +247.2% | +213.6% |
| 1Y | +381.8% | -31.7% | +413.6% | +346.8% |
| All | +381.8% | -31.9% | +413.7% | +346.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling